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sentori3-upgrade-home [2015/01/20 10:07] ian [What's new in Sentori 3?] |
sentori3-upgrade-home [2017/07/26 08:23] (current) |
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====== Sentori 3 Upgrade Home ====== | ====== Sentori 3 Upgrade Home ====== | ||
- | This page is intended to help Sentori 2 users migrate to Sentori 3. | + | Sentori 3 represents a significant upgrade to Sentori, with an updated user interface, new features, and many existing features receiving improvements and optimisations. This page is intended to help Sentori 2 users migrate to Sentori 3. |
+ | {{vimeo>117803617?750x423}} | ||
- | ==== Creating and sending emails ==== | + | ===== Headline features ===== |
- | The workflow used to create emails has been reduced from five steps to three. | + | * New interface with easier navigation |
+ | * [[editor|New editor]] and email workflow | ||
+ | * [[editor#layout-mode|Drag and drop layout mode]] | ||
+ | * [[email-testing|Email tests]] now inline | ||
+ | * Editor supports multiple collaborating users | ||
+ | * CSS mode for editor, allowing you to easily access the style code of your emails and webpages | ||
+ | * [[dashboard|New dashboard]] (7, 14, and 30 days) | ||
+ | * [[reports|Re-designed reports]] | ||
+ | * [[webpages|Sites and web landing pages]] | ||
+ | * [[sms|SMS campaigns]] | ||
+ | * Global search for both contacts and emails | ||
+ | * Weekly account summary emails, including campaign activity and analysis of contact database | ||
+ | * Features for teams, including user types such as "Data Administrator" | ||
+ | * Features for large organisations, including linked accounts with contact synchronisation | ||
+ | * Features for a central account to syndicate templates and emails to linked child accounts | ||
+ | * [[api|New API]] with many more features | ||
- | === Email content === | + | If you wish to [[http://sentori.uservoice.com|suggest further features]] for Sentori we would love to hear from you. Please click the Help link in the header of the software and click Suggest a Feature. |
- | Sentori's editor is now designed for teams, meaning you and your colleagues can be working on the same email, from separate machines, and their changes can be pulled in real-time without overwriting your changes. | + | ===== Email workflow ===== |
- | * The new editor no longer requires you to go to a separate screen tow ork; emails are edited directly inside the workflow. | + | The email workflow used to create emails has been reduced from five steps to three. |
+ | |||
+ | ==== New editor ==== | ||
+ | |||
+ | {{vimeo>117571273?750x423}} | ||
+ | |||
+ | === Editor overview === | ||
+ | |||
+ | * Sentori's editor is now designed for teams, meaning you and your colleagues can be working on the same email, from separate machines, and their changes can be pulled in real-time without overwriting your changes. | ||
+ | * The new editor no longer requires you to go to a separate screen to work; emails are edited directly inside the workflow. | ||
* You can now only edit a single slot at a time. Once you have made your edit, click the tick button to save your changes or the X button to undo them and revert back to the previous content. | * You can now only edit a single slot at a time. Once you have made your edit, click the tick button to save your changes or the X button to undo them and revert back to the previous content. | ||
- | * Image slots are edited by clicking on the image and the image icon on the toolbar to open the image managed window. | + | * Image slots are edited in the same way as text slots; click on the image, then choose the appropriate option from the toolbar (image manager or link manager). |
* The subject line can be set by clicking on it in the white header above the email. | * The subject line can be set by clicking on it in the white header above the email. | ||
* The sender name and details can be set in the same area. | * The sender name and details can be set in the same area. | ||
- | === Email tests === | + | ==== Email tests ==== |
+ | |||
+ | {{vimeo>117573666?750x423}} | ||
+ | |||
+ | === Email tests overview === | ||
Email tests are now run on the content step and their results are shown inline; for example, if you have added a broken link to your email Sentori will highlight it in the content with a warning icon. | Email tests are now run on the content step and their results are shown inline; for example, if you have added a broken link to your email Sentori will highlight it in the content with a warning icon. | ||
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* To run email tests, click the Test button in the right of the header. | * To run email tests, click the Test button in the right of the header. | ||
- | === Email layout === | + | ==== Email layout ==== |
+ | |||
+ | {{vimeo>117574629?750x423}} | ||
+ | |||
+ | === Layout mode overview === | ||
You can switch to [[editor#layout-mode|layout mode]] by using the editor mode drop-down menu to the right of the blue Emails Tools button. | You can switch to [[editor#layout-mode|layout mode]] by using the editor mode drop-down menu to the right of the blue Emails Tools button. | ||
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* Blocks cannot be dragged between sections. | * Blocks cannot be dragged between sections. | ||
- | === Email contacts === | + | ==== Email contacts ==== |
Contacts can now selected in advance of sending and Sentori will remember your selection. | Contacts can now selected in advance of sending and Sentori will remember your selection. | ||
- | === Send an email === | + | ==== Send an email ==== |
* Review your Send Details and then click the widget's top right button labeled Go To Scheduling. | * Review your Send Details and then click the widget's top right button labeled Go To Scheduling. | ||
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* Optionally select [[batch-sending|batch sending]]. | * Optionally select [[batch-sending|batch sending]]. | ||
+ | ===== Sites ===== | ||
+ | |||
+ | Sentori now supports the creation of landing pages via its [[webpages|Sites feature]]. This feature is not intended to build a full website, but rather to create supporting landing zones to extend the content of your email campaigns. | ||
+ | |||
+ | ===== Linked accounts ===== | ||
+ | |||
+ | For businesses operating with multiple departments, regions, brands, publications, or across territories, Sentori now includes a feature for grouping these accounts together. | ||
+ | |||
+ | Benefits of linked accounts can include the following. | ||
+ | |||
+ | ==== Contact unsubscribe synchronisation ==== | ||
+ | |||
+ | Accounts within a group can have synchronised [[suppressed-contacts|suppression lists]]. When a contact is suppressed in one account, the other accounts in its group also suppress that contact. Individual accounts can still maintain their own [[mailing-lists|Mailing Lists]] for finer-grained unsubscribes that are not synchronised. | ||
+ | |||
+ | ==== Template syndication ==== | ||
+ | |||
+ | Within a group of accounts, a master account can publish templates to other accounts in its group. This is done by a user via the [[manage-templates|Manage Templates]] screen. | ||
+ | |||
+ | ==== Email syndication ==== | ||
+ | |||
+ | Within a group of accounts, it is possible for an email to be published to other accounts in the group. This feature is available to all accounts within a group. | ||
+ | |||
+ | ===== SMS ===== | ||
+ | |||
+ | Sentori now supports [[sms|SMS]] campaigns, which can be sent to contacts with mobile numbers by [[api-import-contacts|uploading a spreadsheet of contacts]] to create an [[upload-groups|upload group]]. | ||
+ | |||
+ | In order to use the SMS feature, you must rent a mobile number from us and pre-purchase sufficient SMS credits for your campaign. Pricing details can be found [[sms-pricing|here]]. | ||
+ | |||
+ | * SMS are created using a workflow similar to emails. | ||
+ | * Messages can be personalised using mergefields. | ||
+ | * Content length can result in messages requiring more than one SMS credit per message. | ||
+ | |||
+ | ===== New API ===== | ||
+ | |||
+ | New in Sentori 3 is a completely rebuilt [[api|API]] with significantly more functionality. Our old API will continue to be supported. | ||
+ | |||
+ | New API methods include: | ||
+ | |||
+ | * Add a Contact | ||
+ | * Update a Contact | ||
+ | * Subscribe a Contact to Mailing List | ||
+ | * Unsubscribe a Contact From Mailing List | ||
+ | * Unsubscribe a Contact | ||
+ | * Get a list of draft emails | ||
+ | * Get a list of templates | ||
+ | * Create a new email using a specified template | ||
+ | * Attach contacts to a new or draft email | ||
+ | * Get an email's KPI summary data | ||
+ | * Get a contacts from a sent campaign who have: opened, clicked, shared on social networks, unsubscribed, made a spam complaint, bounced, etc. |